13F HOLDINGS REPORT

FOUNDERS GROVE WEALTH PARTNERS, LLC

Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0002046157-25-000003

Total Value

$358.9M

Positions

122

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (122)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD TAX-MANAGED FDS	921943858	572,317	$29.1M	8.11%
2	SPDR SER TR	78468R663	237,774	$21.8M	6.08%
3	ELI LILLY & CO	LLY	21,399	$17.7M	4.92%
4	VANGUARD INDEX FDS	922908736	44,991	$16.7M	4.65%
5	VANGUARD WORLD FD	92204A702	24,408	$13.2M	3.69%
6	ISHARES TR	464287309	118,064	$11.0M	3.05%
7	VANGUARD INDEX FDS	922908637	41,633	$10.7M	2.98%
8	VANGUARD SCOTTSDALE FDS	92206C706	177,740	$10.6M	2.94%
9	VANGUARD BD INDEX FDS	92203C303	206,326	$10.3M	2.87%
10	BLACKROCK ETF TRUST II	BLK	167,275	$8.8M	2.44%
11	SELECT SECTOR SPDR TR	81369Y803	39,648	$8.2M	2.28%
12	VANGUARD WHITEHALL FDS	921946406	55,316	$7.1M	1.99%
13	VANGUARD INDEX FDS	922908744	41,281	$7.1M	1.99%
14	VANGUARD WORLD FD	92204A405	58,995	$7.0M	1.96%
15	VANGUARD WORLD FD	92204A108	20,995	$6.8M	1.90%
16	VANGUARD INTL EQUITY INDEX F	922042858	149,425	$6.8M	1.88%
17	VANGUARD WORLD FD	92204A504	24,496	$6.5M	1.81%
18	VANGUARD INDEX FDS	922908363	11,962	$6.1M	1.71%
19	APPLE INC	AAPL	27,321	$6.1M	1.69%
20	ISHARES TR	464288158	56,211	$5.9M	1.65%
21	VANGUARD WORLD FD	92204A603	23,733	$5.9M	1.64%
22	ISHARES TR	464287408	28,198	$5.4M	1.50%
23	MICROSOFT CORP	MSFT	13,688	$5.1M	1.43%
24	ISHARES TR	464287507	87,127	$5.1M	1.42%
25	INVESCO EXCHANGE TRADED FD T	IVZ	227,546	$4.9M	1.36%
26	SPDR SER TR	78464A763	33,900	$4.6M	1.28%
27	VANGUARD INDEX FDS	922908629	17,309	$4.5M	1.25%
28	VANGUARD WORLD FD	92204A884	28,284	$4.2M	1.17%
29	ISHARES TR	464287465	48,171	$3.9M	1.10%
30	FIRST TR MORNINGSTAR DIVID L	336917109	77,337	$3.4M	0.94%
31	WISDOMTREE TR	WT	62,115	$3.1M	0.86%
32	VANGUARD WORLD FD	92204A207	13,881	$3.0M	0.85%
33	VANGUARD INDEX FDS	922908512	17,124	$2.7M	0.77%
34	WISDOMTREE TR	WT	24,861	$2.7M	0.76%
35	VANGUARD INDEX FDS	922908538	11,115	$2.7M	0.76%
36	ISHARES TR	464287606	31,601	$2.6M	0.73%
37	VANGUARD WORLD FD	92204A306	19,933	$2.6M	0.72%
38	VANGUARD SCOTTSDALE FDS	92206C102	43,533	$2.6M	0.71%
39	ISHARES TR	464287804	22,059	$2.3M	0.64%
40	ISHARES TR	464287655	11,366	$2.3M	0.63%
41	SPDR S&P 500 ETF TR	SPY	3,896	$2.2M	0.61%
42	WISDOMTREE TR	WT	68,130	$2.2M	0.61%
43	ISHARES TR	464288414	20,440	$2.2M	0.60%
44	J P MORGAN EXCHANGE TRADED F	46641Q654	40,907	$2.1M	0.58%
45	SELECT SECTOR SPDR TR	81369Y209	14,197	$2.1M	0.58%
46	SELECT SECTOR SPDR TR	81369Y407	10,047	$2.0M	0.55%
47	ISHARES INC	46434G103	36,368	$2.0M	0.55%
48	ISHARES TR	464287705	16,078	$1.9M	0.54%
49	VANGUARD INDEX FDS	922908751	8,581	$1.9M	0.53%
50	VANGUARD MUN BD FDS	922907746	36,396	$1.8M	0.50%
51	SELECT SECTOR SPDR TR	81369Y605	35,839	$1.8M	0.50%
52	ISHARES TR	464287200	2,776	$1.6M	0.43%
53	ISHARES TR	464287333	14,973	$1.5M	0.43%
54	PROCTER AND GAMBLE CO	742718109	8,337	$1.4M	0.40%
55	VANGUARD WORLD FD	92204A876	7,885	$1.3M	0.38%
56	VANGUARD INDEX FDS	922908553	14,734	$1.3M	0.37%
57	SELECT SECTOR SPDR TR	81369Y704	9,744	$1.3M	0.36%
58	ISHARES TR	464287234	28,600	$1.2M	0.35%
59	SPDR SER TR	78464A300	15,495	$1.2M	0.34%
60	VANGUARD WORLD FD	92204A801	6,421	$1.2M	0.34%
61	ISHARES TR	464287887	9,357	$1.2M	0.32%
62	EXXON MOBIL CORP	XOM	9,673	$1.2M	0.32%
63	VISA INC	V	3,274	$1.1M	0.32%
64	JOHNSON & JOHNSON	JNJ	6,886	$1.1M	0.32%
65	SPDR SER TR	78464A672	39,015	$1.1M	0.31%
66	VANGUARD INDEX FDS	922908595	4,361	$1.1M	0.31%
67	VANGUARD INDEX FDS	922908611	5,793	$1.1M	0.30%
68	NORFOLK SOUTHN CORP	655844108	4,449	$1.1M	0.29%
69	TESLA INC	TSLA	4,030	$1.0M	0.29%
70	PIMCO ETF TR	72201R874	20,035	$1.0M	0.28%
71	NVIDIA CORPORATION	NVDA	8,586	$930,567	0.26%
72	SELECT SECTOR SPDR TR	81369Y308	10,317	$842,589	0.23%
73	AMAZON COM INC	AMZN	4,399	$836,954	0.23%
74	HOME DEPOT INC	HD	2,279	$835,269	0.23%
75	MARATHON PETE CORP	MARA	5,697	$829,924	0.23%
76	BERKSHIRE HATHAWAY INC DEL	BRK-A	1	$798,442	0.22%
77	ISHARES TR	464287457	9,632	$796,855	0.22%
78	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,491	$794,077	0.22%
79	ISHARES TR	46436E718	7,783	$783,526	0.22%
80	SELECT SECTOR SPDR TR	81369Y852	8,090	$780,291	0.22%
81	ELEVANCE HEALTH INC	ELV	1,712	$744,652	0.21%
82	ALPHABET INC	GOOG	4,052	$626,601	0.17%
83	JPMORGAN CHASE & CO.	VYLD	2,402	$589,211	0.16%
84	AUTOMATIC DATA PROCESSING IN	ADP	1,916	$585,395	0.16%
85	ALPHABET INC	GOOG	3,564	$556,804	0.16%
86	ABBOTT LABS	ABLZF	4,179	$554,344	0.15%
87	COCA COLA CO	KO	7,551	$540,803	0.15%
88	SELECT SECTOR SPDR TR	81369Y506	5,636	$526,684	0.15%
89	PHILIP MORRIS INTL INC	718172109	3,191	$506,507	0.14%
90	ABBVIE INC	ABBV	2,380	$498,658	0.14%
91	ISHARES TR	464287879	4,470	$435,736	0.12%
92	SPDR S&P MIDCAP 400 ETF TR	MDY	778	$415,047	0.12%
93	CISCO SYS INC	CSCO	6,321	$390,069	0.11%
94	AFLAC INC	AFL	3,368	$374,488	0.10%
95	MARKEL GROUP INC	MKL	193	$360,835	0.10%
96	VANGUARD SPECIALIZED FUNDS	921908844	1,775	$344,332	0.10%
97	ALTRIA GROUP INC	MO	5,652	$339,233	0.09%
98	TRUIST FINL CORP	89832Q109	8,198	$337,348	0.09%
99	GLOBAL X FDS	37954Y889	4,741	$320,207	0.09%
100	TIMOTHY PLAN	887432359	7,459	$316,560	0.09%
101	MERCK & CO INC	MRK	3,366	$302,132	0.08%
102	AMERICAN EXPRESS CO	AXP	1,005	$270,395	0.08%
103	CANADIAN PACIFIC KANSAS CITY	CP	3,548	$249,105	0.07%
104	DUKE ENERGY CORP NEW	DUKB	2,041	$248,941	0.07%
105	INVESCO QQQ TR	IVZ	529	$248,059	0.07%
106	FIRST NATL CORP	32106V107	10,941	$245,625	0.07%
107	HONEYWELL INTL INC	438516106	1,123	$237,795	0.07%
108	ORACLE CORP	ORCL-PD	1,699	$237,537	0.07%
109	VANGUARD ADMIRAL FDS INC	921932828	2,364	$228,150	0.06%
110	NORTHROP GRUMMAN CORP	NOC	443	$226,820	0.06%
111	NEXTERA ENERGY INC	NEE-PW	3,153	$223,516	0.06%
112	BROADCOM INC	AVGO	1,332	$223,017	0.06%
113	CAPITAL ONE FINL CORP	14040H105	1,224	$219,463	0.06%
114	COSTCO WHSL CORP NEW	22160K105	230	$217,529	0.06%
115	TEXAS INSTRS INC	882508104	1,207	$216,898	0.06%
116	NETFLIX INC	NFLX	232	$216,347	0.06%
117	FERGUSON ENTERPRISES INC	FERG	1,323	$211,984	0.06%
118	BANK AMERICA CORP	060505104	4,833	$201,681	0.06%
119	DOMINION ENERGY INC	D	3,590	$201,291	0.06%
120	ISHARES TR	464287168	1,497	$201,032	0.06%
121	SYSCO CORP	SYY	2,675	$200,732	0.06%
122	UNITEDHEALTH GROUP INC	UNH	382	$200,073	0.06%